MDT September 2023 Release

If you're looking for the My Digital Accounts release notes, you can find them here!

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Here's a summary! Click on any of the links below to go directly to that section, or continue reading to see all of the most recent updates.

In the menu section, we've added child menus. You may now view the specific page without having to navigate to the parent page. This will reduce the number of clicks in the future. The child menus have been added to the menus shown below.

We've made some changes to the way the filters are displayed. The type and status filters that were previously displayed above the grid have been merged into the filter section. The type dropdown is now provided as a multi-select dropdown.

Previously, all of the filter options were displayed, taking up more space. Now, you can check all of those filters in the More Filters option; the most frequently used filters are available in the viewable part.

In the type dropdown, the show adjustment toggle button has been introduced as an option.

This feature allows the user to select any remittance invoices from various batches and build a bespoke bank file for the invoices chosen. The bank file is grouped by suppliers.

This is done via the Payment Remittance Display. On the screen, select the "Show Ungrouped Remittances Only" filter and then click Search. From the list, you can choose one or more purchase invoices.

Click the "Create Group Remittance" option after selecting the purchase invoices. In the left panel, enter the label, document date, and payment date and click the Create Group button.

A new menu, Group Payment Remittance List, has been added to the Payment Remittance menu. When you click that menu, it will display all of the payment remittance groupings.

Agency users will be able to add or remove invoices from the draft status batch. The user can also approve or delete draft status batches. Users in the agency can approve batches individually or in bulk. Once the batch is approved, the user can download the bank file. The user cannot delete the approved batches.

This enables the option of creating free text POs and attaching them to user timesheets. When linking POs to timesheets, you will have the choice of using existing POs or creating free text PO details.

By enabling the "Use Other PO" toggle button in the assignment, you will be able to allow free text PO. There will be no possibility to select a PO in the assignment once enabled.

This can be viewed in View Timesheet, in Sales Invoice PDF, and View Sales Invoice

We've added the ability to restrict the delete sales invoice action. On request, this can be done in the background. The user has the ability to remove sales invoices by default.

Once this is enabled, there will be no Delete Sales Invoice option for all users. It will remove the Delete Sales Invoice option from all sales invoice places.

Previously, it would display like the below with the delete option

Once the settings have been done, it would look like below.

We have introduced a new option to split weeks and exclude weekends from the timesheet week. This option is available on the Agency Settings page as a global option to apply for the agency. Enabling this will provide the option to change the settings at the assignment level. It will be displayed in the Assignment Base Info Tab.

Note: Changing agency settings will not affect existing assignments; changes only reflect new assignments.

Once there are timesheets attached to the assignment, it is not allowed to disable the split weeks and exclude weekends from the assignment.

Both Split weeks and Exclude Weekends: It will only display if the Timesheet Frequency is “Weekly” and the Payment Frequency is “Monthly”.

Only Exclude Weekends: This will display all combinations of Timesheet Frequency and Payment Frequency.

Split Weeks:

If this option is enabled on the assignment, then the week that falls across the month will be split into two weeks.

Example: If the timesheet week is 29th May 2023 – 4th June 2023 (Monday to Sunday), then this will split into 29th May 2023 – 31st May 2023 & 1st June 2023 – 4th June 2023 and it will be displayed in the respective months in the timesheet creation screen.

Exclude Weekends:

If this option is enabled on the assignment, then it removes the weekend dates from the timesheet week.

Example: If the timesheet week is 29th May 2023 – 4th June 2023 (Monday to Sunday), then the weekends will be removed and the timesheet week dates will be 29th May 2023 – 2nd June 2023.

Previously, there was no option to add timesheet authorisers while uploading the assignments in bulk. We have now given the option to add Timesheet Authoriser in the upload sheet while importing assignments in bulk. For this, you would have to set up the column name in the import settings for Assignment mapping.
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After setting up the column name in import settings and saving it, the user can give the client user name against the relevant column in the upload sheet. The User will have a provision to import multiple client users against the assignment. To add multiple client users, add a comma separator in the import file against the client user column. We have provided additional fields: "Client authorisation required" and "Agency approval required" in the import settings. If the user wants this field to be imported into a sheet, they have to set up the column name here and save the template.

We have completely revamped the timesheet upload feature in this update. Previously, you had the option to only download our sample template and then upload it. Now you can set up the mapping in the import settings for the timesheet as well.
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We have provided the system default mapping for timesheet in the import settings. But the user can override the field names in the default timesheet definition or create a new timesheet mapping for the field names to be given in the upload sheet.
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While creating the new timesheet mapping, the user has to enter the field names in all the mandatory fields and save it.
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We have added some additional fields: Client and Assignment No. If the user wants to upload the timesheet with Assignment number and client name, they can set up the field names here and upload the timesheet by filling in the relevant columns.

After creating the new timesheet mapping or modifying the existing timesheet mapping in the import settings, you're now ready to upload the timesheet.
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The first step is to select the definition name that you've created in import settings, select the client and date, upload the file, and submit the upload.
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After submitting the file, the import status will become "Pending" and the background task will be added for processing the upload.
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Once it is completed and if the file is valid, the status will be changed to "Import completed". You can then click the Import ID (or) the edit icon to see the "Ready to Create" (Matched) and Exception (unmatched) data. The user can see the uploaded details in the top section (Uploaded Date, File Name, Definition Name, Total Count of Records Uploaded, Ready to Create Count, and Exception Count).
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The user can see the exception data by navigating to that tab, see the failed reason and then have the option to delete it (or) map the assignment.
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If the rate is not matched with the live assignment, the user can then add the ad-hoc rate (or) map using the existing rate in the live assignment on the mapping screen.
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After mapping, the exception data will move to the "Ready to Create" tab. If the user clicks "Generate Timesheet(s)", it will then create the timesheet for the ones that are in the Ready to Create tab.
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The timesheet upload status will then become "Completed" once the timesheets are created.
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We have added a new feature, “Quick Links” in the Contractors List screen next to each contractor’s name. When the user clicks on the “+” option in the list, it will display a quick link pop-up.
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1) Assignment: When the user clicks on the List option in the quick link section, it will redirect to the assignment list page, default the contractor’s name in the external filter, and display the search result for assignment against the contractor.

If the user clicks on the Create option in the quick link section, it will redirect to the Create Assignment page and default the contractor’s name and supplier in the respective fields.
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2) Timesheet: When the user clicks on the List option in the quick link section, it will redirect to the user timesheet list screen, default the contractor’s name in the external filter, and display the search result of timesheets against the contractor.
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If the user clicks on the Create option in the quick link section, it will redirect to the Create Manual Timesheet screen and default the contractor’s name in the respective field.